Holders — by stockHoldings — by fund
Revolve Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001808992
$965.2M
disclosed book value
350
positions
13.9%
largest position share
Positions, as of 2026-06-30
top 100 of 350 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 361,842 | $133.9M | 13.9% |
| 2 | IEFAISHARES TR | 532,594 | $51.4M | 5.3% |
| 3 | IVALEA SERIES TRUST | 1.3M | $43.2M | 4.5% |
| 4 | QMOMEA SERIES TRUST | 411,612 | $32.4M | 3.4% |
| 5 | ITANEA SERIES TRUST | 747,367 | $31.3M | 3.2% |
| 6 | SCHFSCHWAB STRATEGIC TR | 1.1M | $29.8M | 3.1% |
| 7 | SYLDCAMBRIA ETF TR | 374,169 | $29.6M | 3.1% |
| 8 | HYMBSPDR SERIES TRUST | 1.1M | $28.9M | 3% |
| 9 | AAPLAPPLE INC | 71,400 | $20.7M | 2.1% |
| 10 | TFISPDR SERIES TRUST | 449,303 | $20.6M | 2.1% |
| 11 | IQDGWISDOMTREE TR | 454,107 | $19.6M | 2% |
| 12 | DLNWISDOMTREE TR | 198,080 | $19.1M | 2% |
| 13 | DFCFDIMENSIONAL ETF TRUST | 442,818 | $18.7M | 1.9% |
| 14 | SCHZSCHWAB STRATEGIC TR | 756,987 | $17.5M | 1.8% |
| 15 | AVUVAMERICAN CENTY ETF TR | 130,028 | $16.2M | 1.7% |
| 16 | NVDANVIDIA CORPORATION | 78,131 | $15.6M | 1.6% |
| 17 | HYDVANECK ETF TRUST | 299,809 | $15.4M | 1.6% |
| 18 | IVVISHARES TR | 20,525 | $15.4M | 1.6% |
| 19 | SCHGSCHWAB STRATEGIC TR | 421,950 | $14.3M | 1.5% |
| 20 | MUBISHARES TR | 123,079 | $13.2M | 1.4% |
| 21 | SCHXSCHWAB STRATEGIC TR | 412,375 | $12.1M | 1.3% |
| 22 | MSFTMICROSOFT CORP | 26,190 | $9.8M | 1% |
| 23 | TBILRBB FD INC | 194,142 | $9.7M | 1% |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 130,065 | $9.3M | 1% |
| 25 | VUGVANGUARD INDEX FDS | 89,754 | $7.7M | 0.8% |
| 26 | GOOGLALPHABET INC | 18,709 | $6.7M | 0.7% |
| 27 | AMZNAMAZON COM INC | 27,651 | $6.6M | 0.7% |
| 28 | DFAUDIMENSIONAL ETF TRUST | 122,778 | $6.3M | 0.7% |
| 29 | EFGISHARES TR | 50,284 | $6.3M | 0.6% |
| 30 | IFLNINVESCO EXCH TRADED FD TR II | 320,350 | $5.9M | 0.6% |
| 31 | METAMETA PLATFORMS INC | 10,259 | $5.8M | 0.6% |
| 32 | MUMICRON TECHNOLOGY INC | 4,685 | $5.4M | 0.6% |
| 33 | JMSTJ P MORGAN EXCHANGE TRADED F | 105,003 | $5.4M | 0.6% |
| 34 | SPYSTATE STR SPDR S&P 500 ETF T | 7,148 | $5.3M | 0.6% |
| 35 | VXUSVANGUARD STAR FDS | 59,570 | $5.1M | 0.5% |
| 36 | AVGOBROADCOM INC | 13,415 | $5.1M | 0.5% |
| 37 | AMDADVANCED MICRO DEVICES INC | 8,193 | $4.8M | 0.5% |
| 38 | GOOGALPHABET INC | 13,423 | $4.7M | 0.5% |
| 39 | AMGNAMGEN INC | 12,937 | $4.7M | 0.5% |
| 40 | JPMJPMORGAN CHASE & CO | 13,585 | $4.4M | 0.5% |
| 41 | AVUSAMERICAN CENTY ETF TR | 34,245 | $4.4M | 0.5% |
| 42 | VVISA INC | 11,556 | $4.0M | 0.4% |
| 43 | VOOVANGUARD INDEX FDS | 5,194 | $3.6M | 0.4% |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,113 | $3.6M | 0.4% |
| 45 | SCHMSCHWAB STRATEGIC TR | 94,251 | $3.5M | 0.4% |
| 46 | VOVANGUARD INDEX FDS | 39,478 | $3.2M | 0.3% |
| 47 | SCHASCHWAB STRATEGIC TR | 87,893 | $3.2M | 0.3% |
| 48 | QQQINVESCO QQQ TR | 4,254 | $3.1M | 0.3% |
| 49 | JNJJOHNSON & JOHNSON | 12,023 | $3.1M | 0.3% |
| 50 | BOXXEA SERIES TRUST | 26,053 | $3.1M | 0.3% |
| 51 | SCHDSCHWAB STRATEGIC TR | 94,514 | $3.0M | 0.3% |
| 52 | IWMISHARES TR | 9,701 | $2.9M | 0.3% |
| 53 | EFVISHARES TR | 37,314 | $2.9M | 0.3% |
| 54 | COMPCOMPASS INC | 229,678 | $2.8M | 0.3% |
| 55 | DFSIDIMENSIONAL ETF TRUST | 61,850 | $2.8M | 0.3% |
| 56 | TSLATESLA INC | 6,324 | $2.7M | 0.3% |
| 57 | IJRISHARES TR | 17,635 | $2.6M | 0.3% |
| 58 | IXUSISHARES TR | 26,994 | $2.6M | 0.3% |
| 59 | MDYSTATE STR SPDR S&P MIDCAP 40 | 3,649 | $2.6M | 0.3% |
| 60 | AAUAEA SERIES TRUST | 44,451 | $2.5M | 0.3% |
| 61 | NULGNUSHARES ETF TR | 21,333 | $2.5M | 0.3% |
| 62 | DSIISHARES TR | 17,168 | $2.4M | 0.3% |
| 63 | VBVANGUARD INDEX FDS | 7,945 | $2.4M | 0.2% |
| 64 | DFAIDIMENSIONAL ETF TRUST | 58,048 | $2.4M | 0.2% |
| 65 | NULVNUSHARES ETF TR | 44,588 | $2.2M | 0.2% |
| 66 | CSCOCISCO SYS INC | 18,383 | $2.2M | 0.2% |
| 67 | LLYELI LILLY & CO | 1,757 | $2.1M | 0.2% |
| 68 | ABBVABBVIE INC | 7,998 | $2.0M | 0.2% |
| 69 | IWFISHARES TR | 16,029 | $2.0M | 0.2% |
| 70 | AAEQEA SERIES TRUST | 37,219 | $2.0M | 0.2% |
| 71 | IJHISHARES TR | 25,391 | $2.0M | 0.2% |
| 72 | AMATAPPLIED MATLS INC | 2,706 | $2.0M | 0.2% |
| 73 | TOLTOLL BROTHERS INC | 11,828 | $1.9M | 0.2% |
| 74 | IWDISHARES TR | 7,953 | $1.9M | 0.2% |
| 75 | DFSVDIMENSIONAL ETF TRUST | 48,571 | $1.9M | 0.2% |
| 76 | CLCOLGATE PALMOLIVE CO | 19,211 | $1.8M | 0.2% |
| 77 | MAMASTERCARD INCORPORATED | 3,345 | $1.7M | 0.2% |
| 78 | XOMEXXON MOBIL CORP | 12,544 | $1.7M | 0.2% |
| 79 | NUSCNUSHARES ETF TR | 32,305 | $1.7M | 0.2% |
| 80 | AVSDAMERICAN CENTY ETF TR | 20,146 | $1.6M | 0.2% |
| 81 | WMTWALMART INC | 13,701 | $1.6M | 0.2% |
| 82 | DFACDIMENSIONAL ETF TRUST | 34,320 | $1.5M | 0.2% |
| 83 | GSGOLDMAN SACHS GROUP INC | 1,505 | $1.5M | 0.2% |
| 84 | VOEVANGUARD INDEX FDS | 7,635 | $1.5M | 0.2% |
| 85 | UNHUNITEDHEALTH GROUP INC | 3,603 | $1.5M | 0.2% |
| 86 | SPYSTATE STR SPDR S&P 500 ETF TPUT | 2,000 | $1.5M | 0.2% |
| 87 | DMXFISHARES TR | 17,654 | $1.5M | 0.2% |
| 88 | RSPINVESCO EXCHANGE TRADED FD T | 6,826 | $1.5M | 0.2% |
| 89 | AAUSEA SERIES TRUST | 23,350 | $1.4M | 0.1% |
| 90 | DALDELTA AIR LINES INC | 14,721 | $1.4M | 0.1% |
| 91 | RTXRTX CORPORATION | 7,075 | $1.3M | 0.1% |
| 92 | NUMVNUSHARES ETF TR | 28,990 | $1.3M | 0.1% |
| 93 | CCITIGROUP INC | 8,790 | $1.2M | 0.1% |
| 94 | GEGE AEROSPACE | 3,270 | $1.2M | 0.1% |
| 95 | CVXCHEVRON CORPORATION | 7,278 | $1.2M | 0.1% |
| 96 | COSTCOSTCO WHOLESALE CORPORATION | 1,272 | $1.2M | 0.1% |
| 97 | NUMGNUSHARES ETF TR | 25,072 | $1.2M | 0.1% |
| 98 | BACBANK OF AMER CORP | 20,440 | $1.2M | 0.1% |
| 99 | HDHOME DEPOT INC | 3,270 | $1.2M | 0.1% |
| 100 | SNXTD SYNNEX CORPORATION | 4,217 | $1.1M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.